SJS Investment Services

09/02/2026

Investing isn’t just about what you earn—it’s about how much you actually get to keep. Tax-aware investing can help investors make more informed decisions around tax-loss harvesting, asset location, municipal bonds, estate planning and more.

At SJS, we believe your investment strategy, financial plan, estate plan and tax strategy should work together—with your goals at the center.

Read our latest blog to learn more about investing with a tax-aware approach.

Discover how tax-aware investing strategies can help preserve more of your wealth. Learn how SJS integrates tax planning with investment management to help you keep more of what you earn.

09/01/2026

The SJS Family Party was a giant success this year!

We had an incredible turnout with both Chicago and Arizona offices attending as well!

The kiddos (and team) had a great time with the water balloons, bouncy house, and yard games, regardless of the rain showers! It is always a blast seeing all of the kids enjoy some good old-fashioned fun.

08/21/2026

For more than a decade, SJS Investment Services has proudly supported Kaitlyn’s Cottage and the meaningful respite care it provides to individuals with disabilities and their families.

We were honored to support this year’s golf outing and continue our long-standing commitment to an organization making such a meaningful difference in the lives of local families.

08/21/2026

For Robby, the best part of SJS is the relationships we build—with our clients, teammates and community.

From celebrating 30 years of SJS to spending time with his family, enjoying Barry Bagels and running the trails at Oak Openings, he shares what makes work and life meaningful to him.

Watch the full video to get to know Robby!

08/19/2026

What does “enough” mean to you?

Our SJS Book Club recently discussed "The Psychology of Money" by Morgan Housel, exploring how our experiences shape the way we think about money, wealth and investing.

A few lessons stood out: wealth is often what you don’t see, saving creates options, and having more isn’t always the same as having enough.

Jennifer Smiljanich, CFP®, shares more of our discussion and the lessons that resonated most with our team in our latest blog post.

Discover 5 timeless lessons from Morgan Housel’s "The Psychology of Money" on saving, spending, wealth, investing, and making financial decisions with purpose.

08/03/2026

SJS Investment Services has earned recognition in Financial Advisor’s 2026 Registered Investment Advisor (RIA) Ranking, an annual list of registered investment advisory firms across the United States.

“We're grateful to be recognized among the nation's leading registered investment advisory firms,” says SJS Founder & CEO Scott J. Savage. “Our growth over the years has always been driven by lasting relationships, exceptional people, and an unwavering commitment to serving our clients with integrity. We appreciate the trust our clients place in us and look forward to continuing to help them navigate what's next.”

Read the full article for more information and disclosures:

SJS Investment Services has earned recognition in Financial Advisor’s 2026 Registered Investment Advisor (RIA) Ranking, an annual list of registered investment advisory firms across the United States.

07/31/2026

From running the Glass City Marathon Relay to traveling to Costa Rica and exploring different states throughout lacrosse season, HR Director Tiffany shares a glimpse of life both inside and outside the office in our latest Employee Spotlight video.

Most importantly, she reflects on the culture at SJS and the supportive atmosphere that makes coming to work exciting.

Watch the full video to get to know Tiffany.

07/29/2026

From golfing and historical vacations to spending time with his kids, Jeff gives a glimpse into the passions, experiences, and moments that make him who he is in our latest Employee Spotlight video.

He also shares what he values most about SJS—the people, the culture, and the relationships that have helped build a business the right way. Plus, hear the story of the time he took batting practice with the legendary Nolan Ryan.

Tune in to our latest Employee Spotlight video to learn more about Jeff.

07/27/2026

One of our most common discussion topics with people is: how can my family save and invest in a tax-smart way?

There are many tax-advantaged investment accounts. On July 4, 2026, a new tax-advantaged investment account was officially launched by the US government: 530A accounts, also known as Trump accounts.

In the follwing blog post, we dive into the details of these new accounts, who can contribute to them, available investment options, other investment accounts available for children, and whether to open a 530A account:

https://www.sjsinvest.com/blog/530a-account-trump-account-a-new-tax-advantaged-savings-option-for-children